We believe in small business and the value independent title agencies and underwriters bring to our communities and our country.

We believe that both the buyer and seller should be better off because of a transaction we touch; that one plus one = three. The combination of two firms we pair must always be greater than two companies standing alone.

We believe in helping our sellers find a dignified and meaningful exit strategy which honors the value of their life’s work.

We believe in full transparency regardless of which side we represent.

“Three things shine before the world and cannot be hidden…the moon, the sun, and the truth.”

-Tathagata

We believe in speaking plainly; that no one should be impressed by fancy words.

We believe that aligned values and culture in a merger transaction are as important as improved financials. Money is important, but it isn’t everything.

We believe that creating career growth opportunities for both seller’s and buyer’s employees matters.

We believe that we cannot go wrong doing what’s right and fair; even if that means losing out on fees. Sometimes, simply saying ‘no’ or ‘not yet’ is the best advice we can give to buyers or sellers.

We believe in the value of resourcefulness, tenacity and persistence; hard work does not deter us.

We believe in never wearing or becoming ‘suits’ (but it’s ok to call us ‘title nerds’).